Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Moderately High | Moderately High | Moderate |
Asset Size (Cr) | ₹459 Cr | ₹459 Cr | ₹3501 Cr |
Min Investment | ₹1000 | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 469% | 469% | 444% |
Expense Ratio | 2.3 | 2.3 | 1.32 |
Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 1.54% | 1.54% | 0.8% |
6 Month | 7.54% | 7.54% | 5.07% |
1 Year | 2.41% | 2.41% | 4.47% |
3 Year | 11.09% | 11.09% | 10.13% |
5 Year | 9.3% | 9.3% | 10.84% |
SIP Return Analysis
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 1.72% | 1.72% | 1.13% |
1 Year | 6.02% | 6.02% | 6.01% |
3 Year | 10.74% | 10.74% | 9.86% |
5 Year | 9.6% | 9.6% | 9.46% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 8.84% | 8.84% | 8.8% |
3 Year | 8.03% | 8.03% | 8.61% |
5 Year | 9.62% | 9.62% | 8.09% |
Risk Management
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 5.70% | 5.70% | 3.82% |
Sharp | 0.62% | 0.62% | 0.72% |
Beta | - | - | - |
Alpha | - | - | - |
Fund Managers
Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
Funds Managed | 19 | 19 | 11 |
Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 37.01 | 37.01 | 36.09 |
Large Cap | 44.71 | 44.71 | 55 |
Small Cap | 7.82 | 7.82 | 3.65 |
Mid Cap | 10.46 | 10.46 | 5.26 |
Sector Allocation
Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|---|
Others | 34.21 | 34.21 | 32.27 |
Energy | 3.56 | 3.56 | 6.31 |
Technology | 7.17 | 7.17 | 5.25 |
Healthcare | 1.28 | 1.28 | 5.91 |
Consumer Defensive | 7.64 | 7.64 | 2.63 |
Industrials | 8.8 | 8.8 | 3.03 |
Financial Services | 19.87 | 19.87 | 25.82 |
Utilities | 2.71 | 2.71 | 3.19 |
Basic Materials | 7.66 | 7.66 | 3.52 |
Real Estate | 0.46 | 0.46 | 1.27 |
Consumer Cyclical | 5.14 | 5.14 | 6.91 |
Communication Services | 1.52 | 1.52 | 3.91 |
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